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theseriousinvestor 71 posts  |  Last Activity: 13 hours ago Member since: Dec 31, 2009
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  • theseriousinvestor theseriousinvestor 13 hours ago Flag

    Great news! I am sure all the new shorts will be thrilled too. :-)

    Sentiment: Strong Buy

  • theseriousinvestor by theseriousinvestor Jul 16, 2014 9:32 PM Flag

    New after the close

    Sentiment: Strong Buy

  • theseriousinvestor theseriousinvestor Jul 16, 2014 6:01 AM Flag

    Personally, I think the fear over a secondary is overblown. Sure it will happen and sure the stock will likely have the typically Wall St. knee jerk reaction and share price will dip.... altho that is not always the case. MHR did a large secondary, and as I recall, they ended up green on the day. I think you are correct in putting some focus on the near term catalysts for price appreciation, including Utica. The bottom line is that the secondary is an investment in capitalizing those assets. Of course, the possibility exists that once those areas are derisked a buyout offer could eliminate the need for a secondary but, personally, I don't invest counting on buyouts.

    I think what many forget is that CEO Russ Porter owns about as many or more individual shares in GST than any of the largest institutional holders with few exceptions. And if one counts his options interest, more than anyone I would guess. His interests are aligned with shareholders regarding maintaining and improving share price and his compensation terms reinforce his alignment with shareholder interests. He's done an awful lot of work to maximize shareholder value and I don't see him putting a dent in his own efforts [or his own pocketbook] with a poorly timed or poorly constructed secondary. The one thing I've learned about investing is you either have faith in good mgmt. or you don't. If you don't, you don't hold shares.

    Lastly, these sharp price dips in GST ahead of major news releases have become pretty much "par for the course" as painful and disconcerting as they may be.

    Sentiment: Strong Buy

  • theseriousinvestor theseriousinvestor Jul 15, 2014 1:39 PM Flag

    BTW, Porter's $25 was NAV not share price, big difference. I'm sure he doesn't expect to see $25 share price with current assets.

    Sentiment: Strong Buy

  • theseriousinvestor theseriousinvestor Jul 15, 2014 1:37 PM Flag

    I'm still quite positive and expecting a nice bump on the Utica well results, assuming they are as good as others in the area. Don't forget pricing for oil and nat gas have been very weak and that is having some impact on share price. We had quite the spurt from sub-7 to 9+ so some backing and filling is natural. The uptrend is still intact on the 50 and 200 DMA's. As I mentioned before, I've added some trading shares on this pullback.. How do you see it?

    Sentiment: Strong Buy

  • theseriousinvestor by theseriousinvestor Jul 15, 2014 7:52 AM Flag

    Gastar Exploration was the recipient of a large increase in short interest during the month of June. As of June 30th, there was short interest totalling 6,667,449 shares, an increase of 111.0% from the June 13th total of 3,160,354 shares Based on an average daily volume of 2,466,368 shares, the short-interest ratio is currently 2.7 days. Currently, 11.6% of the shares of the stock are sold short.
    ___________
    More fuel for a rally on positive Utica well results.

    Sentiment: Strong Buy

  • Reply to

    small cap oil

    by d41440 Jul 14, 2014 1:46 PM
    theseriousinvestor theseriousinvestor Jul 14, 2014 3:56 PM Flag

    I've started to look at HERO but not yet in depth. If you look at a longer term chart, back to 2012, it seems a price in the mid-3's or lower may be in the cards. Head and shoulders pattern anyone?
    As for our GST, looking forward to well results on Utica. MHR may be reporting more than a few well results soon and we may feel the effects from that news. In any event, I expect to see some accumulation in anticipation of Utica.... I've picked up some trading shares lately.

    Sentiment: Strong Buy

  • See GST website for link

    Sentiment: Strong Buy

  • [note, this came out yesterday
    Imperial Capital hoisted their price objective on shares of Gastar Exploration (NYSE:GST) from $8.00 to $12.00 in a research note issued on Tuesday. The firm currently has an “outperform” rating on the stock. Imperial Capital’s price target would indicate a potential upside of 33.48% from the stock’s previous close.
    mperial Capital analyst Kim Pacanovsky reiterated an Outperform rating on Gastar Exploration Limited (NYSE: GST) and raised her price target to $12.00 (from $8.00) to more fully reflect our Risked Net Asset Value (RNAV) of the shares.

    Pacanovsky comments, "Previously, we had a $15 RNAV and our price target of $8 represented a significant discount from this level. Due to GST’s recent comments regarding the high porosities (up to 17%, and averaging about 14%) seen in its 92 feet of Point Pleasant formation in Simms well – the first dry Utica well being drilled on GST acreage – we are raising our RNAV slightly to $16. Our Utica contribution still has considerable running room, as we give each location just 10 bcf, and discount the locations to a 15% probability. We still include no contribution for the Woodford or Meremac and thus continue to believe there is considerable potential upside to our RNAV estimate."

    Sentiment: Strong Buy

  • Reply to

    interesting presentation today

    by mdw442001 Jun 24, 2014 4:29 PM
    theseriousinvestor theseriousinvestor Jun 24, 2014 4:36 PM Flag

    Nice, back on point and good points. As for the offering eventually, I agree and Porter also said something like "no rush" or words to that effect as far as addressing liquidity. I think he is confident is some very positive well results in the coming months which should boost the price further and then he will tap the market. For those that can do math, he also telegraphed what the capital need would be and I am sure you caught that.

    Sentiment: Strong Buy

  • Reply to

    to the jealous amateurs

    by hddriven Jun 24, 2014 3:54 PM
    theseriousinvestor theseriousinvestor Jun 24, 2014 4:04 PM Flag

    You must have quite the inferiority complex if you need to hang out on a Yahoo message board with a bunch of "jealous amateurs" so you can express your claimed "superiority". True professionals have better places to network/discuss investment ideas than Yahoo. I'm beginning to believe the other guy that says its time for you to get back on your forklift truck, break time is over.

    Sentiment: Strong Buy

  • theseriousinvestor theseriousinvestor Jun 23, 2014 9:31 AM Flag

    Analysts at Global Hunter Securities initiate coverage of Gastar Exploration Inc. (GST) with a "buy" rating. The target price is set to $12.

    In a research note published this morning, the analysts mention that the plays in the Appalachian Basin and Mid-Continent region offer significant asset leverage. Gastar Exploration is currently drilling a number of wells with the goal of de-risking and delineating its assets ahead of larger scale development drilling in 2015 and 2016. The company is drilling its first well in the Utica, where the geologic risk appears low; and success in these efforts is likely to create significant shareholder value, the analysts say.

    Sentiment: Strong Buy

  • Reply to

    Record volume and record price

    by biketoxs Jun 20, 2014 4:49 PM
    theseriousinvestor theseriousinvestor Jun 20, 2014 8:33 PM Flag

    And that 8 million was before the 2.589 million share AH trade @8.89 bringing the days volume to 11.326 million shares. The technicians ought to like that! :-)

    Sentiment: Strong Buy

  • theseriousinvestor by theseriousinvestor Jun 20, 2014 4:04 PM Flag

    On a 3.95 million share trade- yikes!

    Sentiment: Strong Buy

  • Reply to

    Don't mean to brag, but.....t

    by chemwhiz Jun 20, 2014 12:43 PM
    theseriousinvestor theseriousinvestor Jun 20, 2014 3:57 PM Flag

    And someone big is buying the dip- lol - incredible volatility at end of day!

  • theseriousinvestor theseriousinvestor Jun 20, 2014 2:58 PM Flag

    Thanks, someone agrees with you. I sold them a few Dec 12.50 calls for .40

    Sentiment: Strong Buy

  • Reply to

    Don't mean to brag, but.....t

    by chemwhiz Jun 20, 2014 12:43 PM
    theseriousinvestor theseriousinvestor Jun 20, 2014 2:55 PM Flag

    Can't argue with taking some off the table. I sold some calls against some shares and having some called away today. This stock is so dang unpredictable with its price action. It's moved from upper 7's to sub-7, to 8 and now nearly 9 in just a few weeks. Last week it looked like we were headed to a 7.50 strike price for today.... NOT! :-)

    Sentiment: Strong Buy

  • theseriousinvestor theseriousinvestor Jun 20, 2014 8:34 AM Flag

    What would be your target?

    Sentiment: Strong Buy

  • theseriousinvestor by theseriousinvestor Jun 20, 2014 8:09 AM Flag

    No other details yet. Just came across newsfeed.

    Sentiment: Strong Buy

  • Reply to

    GST valuation too extreme

    by twodamoonalice Jun 18, 2014 11:22 AM
    theseriousinvestor theseriousinvestor Jun 19, 2014 2:55 PM Flag

    "I've never seen anyone who can so dramatically and exponentially decrease their own credibility with each successive post"

    With your latest post on modeling cash flows, you have amazingly kept your string intact. You are really embarrassing yourself now.

    Sentiment: Strong Buy

ABCO
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